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Ameritas Investment Partners, Inc.: CGXU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ameritas Investment Partners, Inc. on CGXU, newest first. How the timeline and the estimate are built.

Ameritas Investment Partners, Inc. held 291,923 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 291,923 shares
    Change vs previous 13F +63,485 shares

    0.12% of the 13F portfolio, value $10,106,372.

    13F-HR 0001901275-26-000010 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 126,668 shares
    • Ameritas Advisory Services, LLC: 165,255 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 228,438 shares
    Change vs previous 13F +48,783 shares

    0.12% of the 13F portfolio, value $6,736,642.

    13F-HR 0001055980-26-000003 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 129,213 shares
    • Ameritas Advisory Services, LLC: 99,225 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 179,655 shares
    Change vs previous 13F +9,611 shares

    0.09% of the 13F portfolio, value $5,308,813.

    13F-HR 0001901275-26-000003 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 87,333 shares
    • Ameritas Advisory Services, LLC: 92,322 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 170,044 shares
    Change vs previous 13F -55,373 shares

    0.1% of the 13F portfolio, value $5,036,716.

    13F-HR 0001055980-25-000009 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 93,736 shares
    • Ameritas Advisory Services, LLC: 76,308 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 225,417 shares
    Change vs previous 13F -28,754 shares

    0.12% of the 13F portfolio, value $6,115,575.

    13F-HR 0001901275-25-000012 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 95,199 shares
    • Ameritas Advisory Services, LLC: 130,218 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 254,171 shares
    Change vs previous 13F +53,671 shares

    0.12% of the 13F portfolio, value $6,232,934.

    13F-HR 0001901275-25-000005 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 85,259 shares
    • Ameritas Advisory Services, LLC: 168,912 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 200,500 shares
    Change vs previous 13F +13,151 shares

    0.08% of the 13F portfolio, value $4,946,345.

    13F-HR 0001901275-25-000003 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 62,624 shares
    • Ameritas Advisory Services, LLC: 137,876 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 187,349 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,052,806.

    13F-HR 0001901275-24-000015 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 56,624 shares
    • Ameritas Advisory Services, LLC: 130,725 shares

    Acceptance time not in the bulk data set (spec §4.2).